Integrating IndiaMART Leads with Salesforce Using Pabbly Connect

Learn how to automate the process of adding IndiaMART leads to Salesforce for Electronics System Design using Pabbly Connect. Step-by-step guide included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating IndiaMART leads with Salesforce, you need to access Pabbly Connect. Start by visiting the Pabbly website and signing in to your account. If you are a new user, you can sign up for free and get started with 100 tasks each month.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow specifically designed for adding IndiaMART leads to Salesforce. Click on the ‘Create Workflow’ button to initiate the process.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow in Pabbly Connect that automates the lead integration process. After clicking on ‘Create Workflow’, name your workflow appropriately, such as ‘Add IndiaMART Leads to Salesforce’.

• Select the folder where you want to save this workflow.
• Choose the trigger event as ‘New Lead’ from IndiaMART.
• Set the action event to ‘Create Lead’ in Salesforce.

After setting these parameters, click on ‘Create’ to finalize the workflow setup. Now, you have established the basic framework for your automation.

3. Setting Up the Trigger for IndiaMART Leads

The next step involves configuring the trigger in Pabbly Connect to capture new leads from IndiaMART. You will need to use the webhook URL provided by Pabbly Connect. This URL acts as a bridge for data transfer.

In your IndiaMART account, navigate to the lead management section and select ‘API Integration’. Here, you will find an option to push leads via API. Enter the webhook URL from Pabbly Connect and save the settings. This setup ensures that every new lead generated in IndiaMART will be sent to Pabbly Connect automatically.

4. Configuring the Salesforce Action in Pabbly Connect

Now that the trigger is set, it’s time to configure the action in Pabbly Connect that will create leads in Salesforce. Select Salesforce as your action application and choose ‘Create Lead’ as the action event.

• Authorize Pabbly Connect to access your Salesforce account.
• Map the fields from the IndiaMART lead data to the corresponding fields in Salesforce.
• Test the integration to ensure data flows correctly.

Once the mapping is complete, click on ‘Save’ to finalize the action configuration. This step establishes a seamless connection between IndiaMART and Salesforce through Pabbly Connect.

5. Testing the Integration Process

The final step is to test the integration to ensure everything is functioning as expected. In Pabbly Connect, you can run a test submission to check if the lead data from IndiaMART is correctly added to Salesforce.

After running the test, check your Salesforce account to verify that the new lead appears with all the mapped details. If successful, your automation is now complete, and you can start receiving leads from IndiaMART directly into Salesforce without manual effort.

Conclusion

Integrating IndiaMART leads into Salesforce for Electronics System Design using Pabbly Connect streamlines your lead management process. By following these steps, you can automate the addition of enquiries, saving time and improving efficiency in your business operations.